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but not be very good investments. >> that's the question people have been asking, value investors since ben graham created the field. the answer is, there's no identifiable catalyst. the beauty of value investing is you buy something less than its intrinsic value, and eventually that value gets realized. it just can't see what's going to make it happen up front. >> charles, david, thank you guys. talk to you soon. >> thank you for having me. >> we take you live to the nymex to find out exactly what is behind the $2.45 move. that is a big move. for a number of shoppers, post-christmas rituals include, of course, gift cards today. and many unhappy returns. up next, jane wells will be with us in l.a. with the lowdown. good morning. >> hi, simon. yeah, you were just talking about it a little bit. there's been this transition from my generation, yes, i'm old, i like to gift, even if i don't like it, to my kids, 20, 22, they just want gift cards they don't care about the thought. give them the money. and is it enough to save christmas. we'll have that after the break. >>> welcome back to "squawk on the
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